Ireland
Ireland’s Growth Surges on Tech and Pharma
Ireland to post ~11% GDP growth in 2025 as tech and pharma surge; fiscal surpluses, low yields, and FDI inflows sustain investor confidence. (IE10Y, NDX)
Kelvin Peter Msangi
Kelvin Peter Msangi is a Tanzanian finance and economics researcher known for data-driven analysis on fiscal policy, markets, and economic reform. His work has been featured in leading publications across East Africa and other regions.
Norway
US–Canada Tensions Threaten Nordic Flows
Norway monitors US–Canada trade rift fallout; oil and krone soften, but sovereign reserves and fiscal discipline keep macro stability intact. (CL=F, NOKUSD)
Europe
Eurozone PMI: Germany Leads Rebound, France Still Contracts
Eurozone PMI at 52.2 signals the strongest upturn since 2024; easing inflation and steady ECB policy underpin cautious recovery momentum. (EURUSD, SXXP)
Rwanda
Rwanda-Uganda Routes Gain from Eastern DRC Upheaval
Informal cross-border trade via Rwanda and Uganda rises 20–30 % amid DRC conflict; elevated BZ=F and firm DXY sustain dollar demand even as EAC pursues blockchain traceability. (BZ=F, DXY)
The Netherlands
Dutch Housing Market Defies Supply Push
Dutch housing prices stay elevated despite rising construction; ABN Amro sees no relief before 2026 as supply lags demand and permits slow. (^AEX, DE10Y)
São Tomé and Príncipe
São Tomé moves closer to capital-market era
BGFI Holding plans a regional stock-exchange listing within 18 months, underscoring São Tomé & Príncipe’s financial-sector reform drive amid easing inflation (MSCI FM, BVMAC).
Djibouti
Tadjourah Port enters Saudi management era
Djibouti grants a 30-year operating concession for Tadjourah Port to Saudi-owned RSGT, signalling renewed Gulf engagement and regional logistics diversification (BDI, DPW.L).
South Africa
Lagos–Pretoria axis eyes industrial integration
Nigeria and South Africa target US$10 bn trade by 2027 after FATF delisting; USDNGN and ZARUSD stability and MSCIEM underperformance drive intra-African investment pivot.
Namibia
Namibia’s basin builds pace
Rhino Resources’ appraisal and flow-test plans deepen Namibia’s offshore momentum; sovereign gains hinge on appraisal success, investor alignment, and policy discipline amid rising basin activity. (CL=F, XNGUSD)
Nigeria
Nigeria cleared from FATF grey list
FATF’s delisting of Nigeria boosts the naira (USDNGN) and narrows Eurobond spreads as AML compliance improves; reforms reduce risk premia amid softer DXY and stable reserves.
Kenya
IMF Flags Transparency Gaps in Kenya’s FX Policy
Kenya trims rate to 9.25 % as inflation eases; IMF scrutiny of FX policy tests investor confidence while NSEASI and CL=F signal cautious optimism.
Botswana
Botswana’s rating cut tests policy
Moody’s cut reflects a deep diamond slump and thin buffers. Policy needs a credible fiscal path and faster diversification to steady funding costs. (DXY, XAUUSD)